|
26
|
Confluence Wealth Management
Portland,
Oregon
|
$1.74M
|
+$514K
|
+23,516
|
+42%
|
|
|
27
|
Park National Corp
Newark,
Ohio
|
$1.71M
|
+$92K
|
+4,205
|
+6%
|
|
|
28
|
Confluence Investment Management
St. Louis,
Missouri
|
$1.47M
|
+$32.4K
|
+1,481
|
+2%
|
|
|
29
|
Parasol Investment Management
Westmont,
Illinois
|
$1.45M
|
-$509K
|
-23,270
|
-26%
|
|
|
30
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$1.42M
|
+$207K
|
+9,465
|
+17%
|
|
|
31
|
Apriem Advisors
Irvine,
California
|
$1.36M
|
-$181K
|
-8,285
|
-12%
|
|
|
32
|
|
$1.09M
|
+$1.09M
|
+50,000
|
New
|
|
|
33
|
American Economic Planning Group
Warren,
New Jersey
|
$923K
|
+$64.6K
|
+2,952
|
+8%
|
|
|
34
|
Atria Investments
Charlotte,
North Carolina
|
$923K
|
+$105K
|
+4,782
|
+13%
|
|
|
35
|
East Coast Asset Management
Essex,
Massachusetts
|
$897K
|
–
|
–
|
–
|
|
|
36
|
Long Wharf Investors
Boston,
Massachusetts
|
$892K
|
–
|
–
|
–
|
|
|
37
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$798K
|
-$3.23M
|
-147,776
|
-80%
|
|
|
38
|
Ashfield Capital Partners
San Francisco,
California
|
$750K
|
+$219K
|
+10,010
|
+41%
|
|
|
39
|
Neuberger Berman Group
New York
|
$736K
|
+$81.4K
|
+3,720
|
+12%
|
|
|
40
|
VSR Financial Services
Overland Park,
Kansas
|
$715K
|
+$119K
|
+5,443
|
+20%
|
|
|
41
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$673K
|
+$672K
|
+30,721
|
New
|
|
|
42
|
American Money Management
Rancho Santa Fe,
California
|
$614K
|
-$875
|
-40
|
-0.1%
|
|
|
43
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$513K
|
-$26.8K
|
-1,223
|
-5%
|
|
|
44
|
Freedom Investment Management
Hartford,
Connecticut
|
$495K
|
+$46.9K
|
+2,142
|
+10%
|
|
|
45
|
Prospera Financial Services
Dallas,
Texas
|
$488K
|
+$2.34K
|
+107
|
+0.5%
|
|
|
46
|
Guggenheim Capital
Chicago,
Illinois
|
$364K
|
-$22.8K
|
-1,042
|
-6%
|
|
|
47
|
US Bancorp
Minneapolis,
Minnesota
|
$352K
|
+$352K
|
+16,076
|
New
|
|
|
48
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$340K
|
-$54.9K
|
-2,508
|
-14%
|
|
|
49
|
HT Partners
Centerbrook,
Connecticut
|
$329K
|
+$43.6K
|
+1,994
|
+15%
|
|
|
50
|
Cadence Bank NA
Houston,
Texas
|
$315K
|
–
|
–
|
–
|
|
